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    Tyler Burmeister

    Research Analyst at Craig-Hallum Capital Group

    Tyler Burmeister is an Equity Research Analyst at Craig-Hallum Capital Group with a specialization in technology and industrials, notably covering companies such as Vuzix Corp and Cohu Inc. He has directly engaged in earnings call analysis for at least four public companies, demonstrating active sector coverage, though specific performance metrics and industry rankings are not publicly disclosed. Burmeister began his research career at North Loop Capital Management LLC in 2013 before joining Craig-Hallum in December 2014, and holds a Bachelor of Science in Finance from the University of Minnesota. He operates from Minneapolis and is expected to hold FINRA securities licenses typical for his position, though exact registrations are not published in available records.

    Tyler Burmeister's questions to Vuzix (VUZI) leadership

    Tyler Burmeister's questions to Vuzix (VUZI) leadership • Q2 2025

    Question

    Tyler Burmeister of Craig-Hallum Capital Group LLC inquired about the identity of the new Tier-1 OEM partner, the status and ramp timeline for the Quanta partnership, progress on defense OEM contracts, and the potential for further inventory reduction.

    Answer

    CEO Paul Travers clarified the initial Tier-1 OEM waveguide shipments are with a partner separate from Quanta, targeting industrial thermal vision, with a ramp expected through 2025 and into 2026. He noted the main Quanta ramp is now anticipated in 2026, while initial defense production orders are expected in the second half of 2025. Regarding inventory, both Travers and CFO Grant Russell explained the goal is to reduce it further, aided by the new LX1 supply chain model which involves purchasing finished goods from Quanta.

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    Tyler Burmeister's questions to Vuzix (VUZI) leadership • Q2 2025

    Question

    Asked for clarification on the new Tier one OEM customer, an update on the Quanta partnership timeline, progress with defense contractors, and the potential for further inventory reduction.

    Answer

    The new OEM is not Quanta but another large ODM for industrial thermal vision, with shipments ramping. The bulk of the Quanta ramp is expected in 2026. First production orders from defense contractors are expected in the second half of the year. The company aims to reduce inventory by another $2 million and is shifting to a finished goods model with Quanta for the new LX1 to improve inventory management.

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    Tyler Burmeister's questions to COHU (COHU) leadership

    Tyler Burmeister's questions to COHU (COHU) leadership • Q1 2025

    Question

    Tyler Burmeister, on behalf of Christian Schwab, asked about the revenue levels the post-restructuring operating expense model can support. He also sought clarification on the Q1 tax benefit and future tax rate expectations, and finally, asked for an update on capital allocation priorities, including M&A and share buybacks.

    Answer

    CFO Jeffrey Jones detailed the OpEx model, stating that at a $100 million quarterly revenue level, OpEx should be around $47 million, rising to about $49 million at a $130 million revenue level. He explained the Q1 tax benefit was due to a tax loss and advised using a high effective tax rate of around 90% for modeling the second half of the year at near-breakeven profitability. Regarding capital allocation, Jones confirmed that M&A review is ongoing but that the share buyback is paused for Q2 after meeting the 2025 goal of offsetting equity dilution in Q1.

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    Tyler Burmeister's questions to AEHR TEST SYSTEMS (AEHR) leadership

    Tyler Burmeister's questions to AEHR TEST SYSTEMS (AEHR) leadership • Q3 2025

    Question

    Tyler Burmeister, on behalf of Christian Schwab, asked for color on which end markets are most affected by tariff uncertainty, the likelihood of shipping the full backlog within the quarter, and for a rank-ordering of future growth drivers between AI and a recovering silicon carbide market.

    Answer

    CEO Gayn Erickson explained that tariff uncertainty is more about customer geography and timing rather than specific markets, leading to the temporary withdrawal of near-term guidance due to potential shipment delays around the fiscal year-end, not a change in underlying demand. He detailed supply chain mitigation strategies like drop-shipping. For future growth, Erickson highlighted a strong outlook for fiscal 2026, expecting a recovery in silicon carbide, new production ramps in GaN and silicon photonics, and significant growth from both wafer-level and packaged part burn-in for AI processors, with flash memory being a longer-term opportunity.

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    Tyler Burmeister's questions to AEHR TEST SYSTEMS (AEHR) leadership • Q3 2025

    Question

    Tyler Burmeister, on behalf of Christian Schwab, asked about the specific end markets most impacted by tariff uncertainty, the likelihood of shipping the full backlog within the quarter, and for a rank-ordering of future growth drivers like AI versus silicon carbide.

    Answer

    CEO Gayn Erickson explained that tariff impacts are more customer-specific than market-specific and detailed mitigation strategies like drop-shipping. He confirmed some backlog extends beyond the current quarter and noted the tariff uncertainty was the primary reason for withdrawing near-term guidance. For future growth, Erickson highlighted a strong outlook for a silicon carbide recovery, continued expansion in GaN and silicon photonics, and major growth opportunities in both wafer-level and packaged part burn-in for AI processors.

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    Tyler Burmeister's questions to LANTRONIX (LTRX) leadership

    Tyler Burmeister's questions to LANTRONIX (LTRX) leadership • Q1 2025

    Question

    Tyler Burmeister of Craig-Hallum Capital Group inquired about the second-half fiscal year growth outlook, the progress of new Smart Grid opportunities, and the financial implications of the Edge AI development agreement with Qualcomm.

    Answer

    CEO Saleel Awsare acknowledged a Q2 slowdown from a major automotive customer in Turkey but anticipates sequential improvements throughout the rest of the fiscal year. He confirmed ongoing deployments with their large European smart grid partner and highlighted new proofs-of-concept in North America (Massachusetts) and expansion into Latin America. Regarding the Qualcomm deal, Awsare stated that while specific dollar amounts are not disclosed, Lantronix is providing services to enhance Qualcomm's AI hub.

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